See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,410 | $238,490+39.4% | $180,183+84.5% | $142,382+133.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 77.4%-10.8pp | 80.1%-13.5pp |
| Annual return | 12.07% | 33.56%-21.5pp | 27.86%-15.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,135 | $6,143-65.2% | $5,039-57.6% | $4,299-50.3% |
| Participant deferral / active EE | $6,406 | $7,996-19.9% | $6,822-6.1% | $6,507-1.6% |
| Admin fee / account holder | $6,839 | $28,866-76.3% | $19,975-65.8% | $12,624-45.8% |